THOREAU SOCIETY INC – Thoreau Society & Thoreau Farm Online Auction 2025
Auction Ends: Feb 28, 2025 10:00 PM EST

Services

Financial Planning Session with CFP

Item Number
314
Estimated Value
500 USD
Sold
167 USD to ts15b874b
Number of Bids
1  -  Bid History

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Item Description

A two-hour financial planning session with an independent wealth and investment management firm. During your appointment, we will take a comprehensive overview of your financial situation: Review the current financial situation and insurance analysis & develop a customized financial plan that fits your needs. You will receive your own customized financial plan upon completion of the sessions. Nick is a CERTIFIED FINANCIAL PLANNER® and specializes in retirement planning, trust planning, college planning as well as maximizing employee stock options. Please contact Nick Licouris at Nick@gerberkawasaki.com to coordinate the consultation. Please note: The consultation can be done in person if local or over Zoom/Phone if needed. There is no expiration on it and it is only US.

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